# Amandeep Bhangu

> Amandeep Bhangu is a fee-only financial advisor at Pacifica Partners in Surrey, Washington, who holds the CFA credential. Amandeep charges a percentage of assets and hourly fees and focuses on cross-border (US / Canada), sustainable & impact investing and family wealth transfer.

Page: https://find.wellspent.co/advisors/amandeep-bhangu/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pacifica Partners
- **Based in:** Surrey, Washington
- **Fee model:** Percentage of assets; Hourly
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $128.2M across 414 accounts
- **Credentials:** CFA
- **Specialties:** Cross-border (US / Canada), Sustainable & impact investing, Family wealth transfer, Physicians & residents, Small business owners
- **Works with:** Cross-border families, Canadians in the US, Multi-generational families, Physicians, Executives, Retirees
- **CRD:** 5730244 (https://adviserinfo.sec.gov/individual/summary/5730244)
- **SEC registration:** Investment adviser representative in WA
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.pacificapartners.com

## Frequently asked questions

### Is Amandeep Bhangu a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amandeep holds no broker registration, and Pacifica Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Amandeep charge for financial advice?

Amandeep charges a percentage of assets and hourly fees.

### Does Amandeep work with clients virtually?

Yes. Pacifica Partners says on its website that it works with clients remotely.

### Where is Amandeep Bhangu based?

Amandeep Bhangu is based in Surrey, Washington.

### What does Amandeep specialize in?

Amandeep's specialties include cross-border (US / Canada), sustainable & impact investing, family wealth transfer, physicians & residents and small business owners. Amandeep works with cross-border families, Canadians in the US, multi-generational families, physicians and executives.

### What credentials does Amandeep Bhangu hold?

Amandeep Bhangu holds the CFA credential.

### Is Amandeep Bhangu registered with the SEC?

Yes. Amandeep Bhangu is registered as an investment adviser representative in WA (CRD 5730244), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pacifica Partners manage?

Pacifica Partners reports $128.2M across 414 accounts in assets under management.

### How do I contact Amandeep Bhangu?

Through Amandeep's website, www.pacificapartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5730244): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://pacificapartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.